HR
UFOX

Howe & Rusling’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Howe & Rusling’s Portfolio UFOX Stock Details UFOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57K Hold
600
– – ﹤0.01% 373
2026
Q1 		$40.9K Hold
600
– – ﹤0.01% 369
2025
Q4 		$38.3K Hold
600
– – ﹤0.01% 379
2025
Q3 		$37K Hold
600
– – ﹤0.01% 364
2025
Q2 		$31.7K Buy
+600
New +$27K ﹤0.01% 370

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Howe & Rusling's UFOX Position: Q2 2026 in Review

Howe & Rusling held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q2 2026 at 600 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Howe & Rusling first reported a position in UFOX in Q2 2025 and has held it in 5 quarters since. 198 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Howe & Rusling held 600 shares of Defiance Space and Connective Tech ETF worth $57K as of Q2 2026.
  • Howe & Rusling left its Defiance Space and Connective Tech ETF share count unchanged in Q2 2026.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #373 holding.
  • Howe & Rusling first reported a position in Defiance Space and Connective Tech ETF in Q2 2025 and has held it in 5 quarters since.
  • 198 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.